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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. Bulk import tags.

    1 vote

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  2. Ability to pull all the tagged documents only within the folder you're currently in.

    1 vote

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  3. When the document's status changes - > move the deal to the custom stage via Automations feature

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Ability to fill out form fields (name;last name;email) via extending the URL.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Be able to attach a PDF to a saved message, so that you can send it with every document.

    4 votes

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  8. Ability to lock down or restrict editing on Document Title

    3 votes

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  9. how can I restrict access to adding items in the product catalog without changing the account role

    1 vote

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  10. When the customer is making a down-payment (less than 100% of the pricing table total) -- show this in the pricing table (somewhere near the total)

    3 votes

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  11. Increase the number of images per catalog item

    1 vote

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  12. restrict the quantity editing for specific recipients.

    To be able to assign the roles ( specific recipients) who can edit the quantaty
    https://pandadoc.zendesk.com/agent/tickets/444954

    1 vote

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  13. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Option to retrieve the list of all members in the organization

    1 vote

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    0 comments  ·  API  ·  Admin →
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  15. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    1 vote

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  16. 1 vote

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  17. Option to show tax exclusive grand total values on the document's list

    1 vote

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  18. Allow to add payment fees to the payment integration, for example 2% for card payments

    45 votes

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    8 comments  ·  Payments  ·  Admin →
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  19. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  20. Client would like to use SSO to sign into UserVoice.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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